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Historical NAV
₹ 526.8246
NAV (Sep 15)
Fund Returns
51.2%
Last 1Y
16.1%
Last 3Y
16.4%
Last 5Y
14.1%
Last 10Y
15.7%
Since Inception
Scheme Information
Investment Objective
The investment objective of the Scheme is to generate returns that are commensurate with the performance of the S&P BSE SENSEX Index,subject to tracking errors.There is no assurance that the investment objective of the Scheme will be realized.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
HDFC Asset Management Company Limited manages assets worth 475,473 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About HDFC Index Sensex fund (G)
About HDFC Index Sensex fund (G)
HDFC Index Sensex fund (G) is a Index Funds Equity fund and has delivered an annualised return of 15.7% over a period of 19 years. . The fund is managed by HDFC Asset Management Company Limited. The fund managers are Arun Agarwal, Krishan Daga
HDFC Index Sensex fund (G) Investment Objective
The investment objective of the Scheme is to generate returns that are commensurate with the performance of the S&P BSE SENSEX Index,subject to tracking errors.There is no assurance that the investment objective of the Scheme will be realized. . However, there is no assurance that the objective of the scheme will be realized.
HDFC Index Sensex fund (G) NAV,AUM,Risk
The HDFC Index Sensex fund (G) fund was launched on Jul 17, 2002. The NAV (Net Asset Value) of this Index Funds Equity fund as of 2021-09-15 is ₹526.82. The total AUM (Asset Under Management) of the fund as of 16/09/2021 is ₹2555.964. The category risk of the HDFC Index Sensex fund (G) fund is Very High Risk. The fund charges 0.4 % as expense ratio.
HDFC Index Sensex fund (G) Holdings
The fund’s highest allocation is towards Equity and has invested 99.7% in this asset class. The top three holdings of the fund are , reliance industries ltd , hdfc bank ltd , infosys ltd , housing development finance corp ltd , icici bank ltd , tata consultancy services ltd , hindustan unilever ltd , kotak mahindra bank ltd , axis bank ltd , larsen & toubro ltd , bajaj finance ltd , itc ltd , state bank of india , bharti airtel ltd , asian paints ltd , hcl technologies ltd , tata steel ltd , bajaj finserv ltd , tech mahindra ltd , ultratech cement ltd , maruti suzuki india ltd , sun pharmaceuticals industries ltd , titan co ltd , mahindra & mahindra ltd , nestle india ltd , power grid corp of india ltd , indusind bank ltd , dr reddy's laboratories ltd , ntpc ltd , bajaj auto ltd , treps - tri-party repo , net current assets , reverse repo
HDFC Index Sensex fund (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
HDFC Index Sensex fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE SENSEX TR INR
HDFC Index Sensex fund (G) Review
HDFC Index Sensex fund (G) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance.
As compared to the other funds in its category, HDFC Index Sensex fund (G) has a score of 4 out of 5
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
